We are live on ! Find out more
PCQ

Pimco California Municipal Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$4.94M -$673K -62,610 -11%
RCM
2
Rivernorth Capital Management
Florida
$4.81M +$5.13M +477,162 New
GC
3
Guggenheim Capital
Illinois
$3.46M +$877K +81,562 +31%
ACA
4
Ackerman Capital Advisors
Texas
$3.01M +$3.21M +298,885 New
RCG
5
Regatta Capital Group
California
$2.71M
RCM
6
Robinson Capital Management
Michigan
$1.8M +$1.94M +180,508 New
LPL Financial
7
LPL Financial
California
$1.39M +$435K +40,445 +42%
SG
8
StoneX Group
New York
$1.32M +$1.4M +130,629 New
Osaic Holdings
9
Osaic Holdings
Arizona
$954K -$63K -5,861 -6%
WAM
10
Wolverine Asset Management
Illinois
$641K +$684K +63,600 New
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$546K +$4.07K +378 +0.7%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$472K -$21.5K -2,000 -4%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$442K -$20.8K -1,930 -4%
DTC
14
Davidson Trust Company
Washington
$377K
CWP
15
Core Wealth Partners
California
$350K +$373K +34,695 New
UBS Group
16
UBS Group
Switzerland
$277K +$2.92K +272 +1%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$274K -$1.69K -157 -0.6%
Cerity Partners
18
Cerity Partners
New York
$252K +$269K +25,000 New
BTWM
19
Baker Tilly Wealth Management
Wisconsin
$251K
TC
20
TownSquare Capital
Utah
$251K
Creative Planning
21
Creative Planning
Kansas
$201K +$214K +19,891 New
FPCP
22
Fort Point Capital Partners
California
$197K -$49.2K -4,575 -19%
AWS
23
Atria Wealth Solutions
New York
$162K -$373K -34,695 -68%
MWM
24
Melfa Wealth Management
Massachusetts
$150K +$160K +14,898 New
HighTower Advisors
25
HighTower Advisors
Illinois
$150K